JH
JH

James Gerard Hageney

31 Years of Experience
Broker
Areas of Practice
Retirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
303 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$715.2M

Fee Structure

Financial Planning:Investment management only
Annual Retainer:From $10,000/year
Hourly Rate:$250 - $750/hr
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Location

101 Huntington Ave, Suite 401, Boston, MA, 02199

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

James is an investment adviser representative of MMA Asset Management LLC, providing wealth management and financial planning services. He also works for MMA Agency, dedicating nearly all of his time to health & benefits services support. Additionally, James owns rental properties, spending minimal time on them.

Employment History
Current Registrations
Mma Asset Management LLC
January 2020 - Present · 6 yrs 1 mo
Mma Securities LLCBroker
January 2020 - Present · 6 yrs 1 mo
Mma Securities LLC
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2014 - January 2020 · 5 yrs 2 mos
The Centurion Group, LLC
January 2011 - December 2019 · 8 yrs 11 mos
Centurion Asset Management, LLC
January 2011 - December 2019 · 8 yrs 11 mos
LPL Financial LLCBroker
November 2010 - November 2014 · 4 yrs
Nrp Advisors, INC.
February 2008 - December 2010 · 2 yrs 10 mos
Nrp Financial, INC.Broker
March 2007 - November 2010 · 3 yrs 8 mos
Nrp Financial, INC.
March 2007 - October 2008 · 1 yr 7 mos
Sterling Investment Advisors LTD.
May 2006 - September 2009 · 3 yrs 4 mos
American Financial Management Group, LTD.
May 1998 - November 2006 · 8 yrs 6 mos
Ifg Russell Advisors INC
March 1998 - June 2007 · 9 yrs 3 mos
Walnut Street Securities, INC.Broker
January 1997 - April 2007 · 10 yrs 3 mos
MML Investors Services, INC.Broker
March 1996 - January 1997 · 10 mos
G. R. Phelps & CO., INC.Broker
January 1994 - March 1996 · 2 yrs 2 mos
State Registrations17 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
James Gerard Hageney - Financial Advisor | TrueAdvisor